Help Center

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April 2018


  • Reassign leads from Mobile
  • Add menu on Mobile to see the Categories and predefined tags
  • Add new preference: Only admin can delete a prospecting list
  • New filters in leads by client folder
  • New Client Folder list page
  • Order tags alphabetically when exporting data
  • Categories display as columns in the compact view

Improvements to existing features

  • Update the lead view to display the planned activity and the Standby note
  • Remove connection with RingCentral account when we cannot access anymore to the customer account
  • Add activity icons in Calendar entries
  • After a search, be able to exclude results with a specific tag
  • Be able to create unassigned leads from a prospecting list

Bug fixed

  • Fix display on date picker
  • Fix display of comments
  • Keep track of comments on a prospect after creating a lead
  • Fix Lead Clipper for LinkedIn website. Need to re-install the Lead Clipper to have those updates.
  • Fix links to Help Center in the application
  • Fix spreadsheet sort when there were empty lines
  • Fix pagination
  • Fix links in Today's todo widget
  • Fix order of bcc emails on a lead
  • Fix client page when reassigning a client
  • Fix issue when clicking on next step and previous step
  • Fix double click when logging an activity
  • Fix performance when sorting data in a prospecting list

Bug fixed Mobile app

  • Fix disconnection issue
  • Fix comment box when changing the lead's status to won/cancelled/lost
  • Fix search
  • Fix authentication with Intuit
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